Manager, Family Office - Accounting & Finance Services

About the role

The Family Office Manager at Baker Tilly is responsible for financial reporting, accounting principles, practices, and procedures. This role involves working closely with clients, managing team members, and coordinating with external advisors.

Responsibilities

• Work closely with clients to support their accounting and reporting needs, providing financial information for business decisions.
• Manage completeness and timeliness of client deliverables.
• Aid in the creation or expansion of accounting policies and procedures.
• Interface with clients and coordinate with team through virtual processes and platforms.
• Periodically prepare and/or review account reconciliations.
• Coordinate annual audit and/or tax return with outside CPA firm.
• Facilitate updates needed to the general ledger and other data requirements.
• Collaborate with Partner to support overall department goals and objectives.
• Advise staff regarding the handling of non-routine reporting transactions.
• Develop technical solutions to new or highly complex problems.
• Stay informed about business, industry, and market information.

Qualifications

• Bachelor’s degree or equivalent experience required; CPA preferred.
• Five (5) plus years of related experience required.
• Experience with Excel, Word, Outlook required.
• Experience with QuickBooks Enterprise, QuickBooks Online, accounts payable, accounts receivable, payroll, employee benefits, and general ledger accounting.
• Individual income tax experience a plus.
• Excellent verbal and written communication skills.
• Ability to direct, develop, and coach team members.
• Experience in autonomous decision making weighing the costs, benefits, risk and chances for success.